Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Tactical Asset Allocation Moderate | NA | 25.91% | 4.81% | 8.42% | 7.33% | 8.79% | 9.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 25.91 | 4.81 | 8.42 | 7.33 | 8.79 | 9.46 | … | … | 0.82 | 9.76 | 15.63 | -12.38 | 12.20 | 11.76 | 20.16 | -6.19 | 12.07 | 8.70 | 0.47 | 8.29 | 16.59 | 15.05 | 2.93 | 14.29 | 19.97 | 1.66 | 11.24 | 13.13 | 9.96 | 12.87 | 9.91 | -1.34 | 4.52 |
| Sharpe Ratio | NA | 0.39 | 0.03 | 0.34 | 0.49 | NA | NA | … | … | 0.08 | 0.26 | 1.39 | -1.00 | 1.33 | 0.64 | 3.05 | -0.76 | 2.68 | 1.03 | 0.05 | 1.11 | 2.39 | 2.06 | 0.20 | 1.45 | 2.12 | 0.13 | 0.89 | 1.31 | 1.22 | 1.47 | 1.30 | -0.39 | 0.33 |
| Standard Deviation(%) | NA | 12.27 | 11.68 | 12.83 | 10.59 | NA | NA | … | … | 9.78 | 12.30 | 8.20 | 13.77 | 9.18 | 18.15 | 6.16 | 9.92 | 4.28 | 8.25 | 8.83 | 7.43 | 6.93 | 7.28 | 14.31 | 9.83 | 9.37 | 5.80 | 9.31 | 7.50 | 6.37 | 8.10 | 7.09 | 6.22 | 6.69 |
| Draw Down(%) | NA | 8.65 | 15.52 | 21.26 | 21.26 | NA | NA | … | … | 0.78 | 8.65 | 6.30 | 16.39 | 4.44 | 21.26 | 2.83 | 13.68 | 1.83 | 6.79 | 8.42 | 4.91 | 4.91 | 5.17 | 13.04 | 7.83 | 4.49 | 5.01 | 6.14 | 8.93 | 4.29 | 6.14 | 6.10 | 6.74 | 5.97 |
| Yield(%) | NA | 6.72 | 4.55 | 4.32 | 4.57 | NA | NA | … | … | NA | 1.27 | 7.10 | 2.38 | 3.88 | 5.02 | 3.84 | 4.86 | 2.91 | 3.97 | 6.94 | 5.23 | 3.96 | 7.06 | 4.72 | 4.97 | 5.47 | 8.90 | 6.66 | 4.99 | 4.79 | 3.67 | 3.73 | 5.77 | 7.59 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Tactical Asset Allocation Moderate |
3.19%
Dec 2019 – Dec 2022 |
3.87%
Sep 2017 – Sep 2022 |
5.79%
Oct 2013 – Oct 2023 |
7.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Tactical Asset Allocation Moderate |
15.03%
Mar 2009 – Mar 2012 |
14.28%
Feb 2009 – Feb 2014 |
11.97%
Sep 2003 – Sep 2013 |
10.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart